Root Financial Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,912 shares of ITOT stock, worth $281,580. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,912
Previous 2,253 15.14%
Holding current value
$281,580
Previous $278 Million 6.98%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$108.12 - $135.04 $36,868 - $46,048
-341 Reduced 15.14%
1,912 $258 Million
Q1 2025

Apr 24, 2025
SELL
$120.29 - $134.6 $70,008 - $78,337
-582 Reduced 20.53%
2,253 $278 Million
Q4 2024

Jan 29, 2025
BUY
$124.26 - $134.12 $130,348 - $140,691
1,049 Added 58.73%
2,835 $365 Million
Q3 2024

Oct 31, 2024
BUY
$113.41 - $125.62 $202,550 - $224,357
1,786 New
1,786 $224 Million

Others Institutions Holding ITOT

# of Institutions
1,638
Shares Held
324M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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